Grist integration
open source spreadsheet. Use Grist from Zoft voice agents, chat agents, workflows and AI employees.
- Account details
- 5 actions
- 2 triggers
- Starts with
New Record - ZoftAgent or workflow decides what happens next
- Then in GristCreate Record
- AndUpdate Record
Zoft + Grist
What Zoft can do with Grist.
- 01Voice agentsA phone agent can use Grist actions such as Create Record and Update Record during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Grist while it talks to the customer.
- 03WorkflowsStart a workflow when “New Record” happens in Grist, or use Grist as any step on the canvas.
- 04AI employeesAn AI employee can find and use Grist actions on its own, and ask for your approval before it sends or changes anything important.
Actions 5
Things Zoft can do in Grist.
- Custom API CallMake a custom API call to a specific endpoint
- Create RecordCreates a new record in specific table.
- Search RecordSearch record by matching criteria.
- Update RecordUpdates an existing record in specific table.
- Upload Attachment to DocumentUploads attachments to specific document.
Triggers 2
Events in Grist that can start a workflow.
- New RecordTriggers when a new record is added to the table.
- Updated RecordTriggers when a record is updated in the table.
Setup
Connect Grist in three steps.
- 01ConnectChoose Grist in Connections and enter the account details Grist asks for, such as a store name or token.
- 02Put it to workAdd Grist as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Grist on Zoft, answered.
What can Zoft do with Grist?
Zoft supports 5 actions and 2 triggers for Grist. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Grist to Zoft?
Choose Grist in Connections and enter the account details Grist asks for, such as a store name or token.
Can a voice agent or chat agent use Grist?
Yes. Once Grist is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Grist without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.